Retirement Wealth Solutions’s Lam Research LRCX Stock Holding History

Retirement Wealth Solutions’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$106K	Sell	321 -2	-0.6%	-$625	0.06%	75
2026 Q2	$140K	Sell	323 -3	-0.9%	-$911	0.08%	61
2026 Q1	$69.7K	Sell	326 -15	-4%	-$3.35K	0.04%	80
2025 Q4	$58.4K	Hold	341	–	–	0.04%	89
2025 Q3	$45.7K	Sell	341 -83	-20%	-$8.79K	0.03%	102
2025 Q2	$41.3K	Sell	424 -201	-32%	-$15.9K	0.03%	103
2025 Q1	$45.5K	Hold	625	–	–	0.04%	82
2024 Q4	$46.7K	Buy	+625	New	+$47.4K	0.04%	86

Other funds holding LRCX

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Retirement Wealth Solutions's LRCX Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Lam Research (LRCX) stake by 0.62% in Q3 2026, selling an estimated $625 and leaving 321 shares worth $106K. The position accounts for 0.06% of the portfolio, ranked #75.

Retirement Wealth Solutions first reported a position in LRCX in Q4 2024 and has held it in 8 quarters since. The position peaked at $140K in Q2 2026. 144 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Retirement Wealth Solutions held 321 shares of Lam Research worth $106K as of Q3 2026.
Retirement Wealth Solutions sold 2 Lam Research shares in Q3 2026, an estimated $625.
Lam Research made up 0.06% of Retirement Wealth Solutions's portfolio in Q3 2026, its #75 holding.
Retirement Wealth Solutions first reported a position in Lam Research in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Lam Research position peaked at $140K in Q2 2026.
144 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.